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Knowledge & Guides

Guided Video Tutorials

Live Training Webinars

Master your Shape system through expert guided webinars

Join Shape experts for 45-minutes of onboarding and basics. Get a system overview and a Q&A session to get your questions answered.

Sales & marketing go hand-in-hand for customer success. This 1.5-hour class includes live Q&A. Should be taken after User Training.

Designed specifically for system admins, this 1-hour class includes live Q&A. Should be taken after taking Sales & Marketing Training.

We can help you succeed with the full power of Shape. From training your trainer to managing integrations for you, work with our pros.

Shape IQ Lead Scoring Tutorial

Streamline your lead management process for maximum efficiency and success

Shape AI Tutorial

Shape AI CRM - Run your mortgage company with the power of AI

Shape User Training

User Settings - Optimize Your User Profile for Enhanced Productivity

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